See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,169 | $81,900-54.6% | $119,609-68.9% | $68,494-45.7% |
| Participation rate | 93.1% | 71.9%+21.2pp | 79.3%+13.8pp | 67.9%+25.2pp |
| Annual return | -14.46% | -23.82%+9.4pp | -14.97%+0.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,012 | $2,693+11.8% | $4,232-28.8% | $2,596+16.0% |
| Participant deferral / active EE | $1,929 | $4,148-53.5% | $5,602-65.6% | $4,027-52.1% |
| Admin fee / account holder | $11,806 | $6,582+79.4% | $10,323+14.4% | $5,403+118.5% |